The Opportunity:  Morningstar is a storied brand with a 35-year history of independence and transparency.  Our mission is to empower investor success.  Our charter as a marketing organization is to illuminate investing in support of our mission while driving business growth as we create value for investors, advisors, asset managers and other segments and audiences.  Headquartered in Chicago, Morningstar is a truly global company with offices in 27 countries.  We are looking for an exceptional marketing leader to join our organization and lead our global demand generation and client marketing initiatives to increase client demand and accelerate contribution to pipeline for our new digital marketing platform. (Reference: http://www.morningstar.com/company/)

The Team: The Morningstar marketing team is a dynamic group of modern marketing professionals working together across the firm in brand, design, product marketing, digital, live experiences, content, corporate communications, operations, behavioral sciences, client and regional marketing to drive global marketing for Morningstar solutions. As a part of this team, you will be responsible for leading marketers focused on demand generation, campaign creation, and field marketing of licensed cloud and data products to advisors and asset managers. 

The Role: We are looking for an experienced leader to assume overall responsibility for global demand and client marketing for our cloud and data products and to ensure the success and growth of an integrated cross functional team. This role reports to the Chief Revenue Officer and works closely with the Chief Product Officer, CMO and other members of the executive leadership team and across sales, marketing and product in order to create, manage and execute on demand creation priorities. You will be expected to grow and lead a team of 20-25 marketing and creative professionals. 

Responsibilities:

• Demand creation: In alignment with product and solution strategy, create compelling global, regional, and segment specific campaigns. Optimize and standardize demand creation approaches across the organization. Assume responsibility for highly repeatable lead generation-related tasks used by all geographies (e.g. telemarketing, translation, data analysis). Partner with product marketing to create sales tools for the customer audience. Manage programs for sales and directly to customer as needed. This role will initially focus on U.S. clients but will always require a global mindset in all demand creation activities. 

• Campaign performance: Partner with corporate and product marketing teams to leverage and extend thought leadership, research and brand campaigns through our digital, event and media platforms. Measure the impact of client marketing activities on customer growth, retention and financial outcomes, and communicate these impacts within the organization. Orchestrate a fluid and engaging brand experience across enterprise campaigns.

• Lead generation: Work closely with product marketing teams and inside sales teams in support of our two largest businesses (software and data) to segment and qualify priority prospects and offers and to establish quantitative targets that support revenue growth. Partner with support and sales to identify cross-sell and upsell opportunities within the customer base. Drive continuous performance improvement through the identification, documentation and implementation of digital demand creation best practices. Work with other marketing teams to extend the reach of marketing automation impact (e.g. pipeline acceleration, lead nurturing, customer retention).  Implement best practices in database management to increase data integrity and market reach across geographies; support marketing database strategy and data requests (e.g. segmentation, list pulls).

• Leadership: Lead and collaborate with regional/field/segment marketing teams in their efforts to generate new leads and move existing pipeline.  Manage internal marketing managers, external vendors and budget to accomplish goals. Partner with CRO to manage customer interaction, including online/offline communities, events, customer advisory boards, user groups and executive roundtables.  Educate sales on the role of demand generation within existing customer base and evangelize the strategic capacity of modern marketing across Morningstar.  Partner with sales, marketing and business unit leaders to determine best model for implementing additional account-based marketing, retention marketing and customer reference programs.

Requirements:

• 15+ years of global marketing experience with budget and resource management responsibilities

• 5-10+ years of demand or digital marketing experience

• Proven track record developing and implementing marketing programs

• Expertise in multiple Morningstar target segments or products

• Knowledge of the financial services industries/segments, traditional and modern marketing ecosystem, industry event landscape and regulatory/legal trends

• Deep appreciation for the role of creative and design in marketing effectiveness

• Significant experience working with dynamic teams and internal stakeholder groups

• Experience with Eloqua, Adobe Experience Manager, Salesforce.com, CVENT, Google Analytics, Adobe Creative Cloud, and Tableau is highly desired

• Bachelor’s degree; MBA or other advanced degree/accreditation is strongly preferred